By editing access groups, you can quickly change the references accessible to all assigned users.
Required user roles
Admin
How to access
Select “Settings" and then “Access Groups” from the left navigation bar. Then from the Actions column for the access group you would like to edit, click and then "Edit". This will open the "Edit Access Group" page.
The following information is displayed and can be modified:
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Name of field |
Description | |
| Name | Name of the access group. | |
| Description | Short description of the access group. | |
| Site References |
Changing the site references here updates all users the access group has been assigned to. This also affects their access to Trust Payments Merchant Id(s) (MID) as users can only access MIDs associated with allocated site references. |
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Add Sites |
To add site references to the access group, type site references into the "Add Sites" text box and select from the suggestions displayed. Any sites entered here will be added to the access group once the changes have been saved. |
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Delete Sites |
To remove site references from the access group, type site references into the "Delete Sites" text box and select from the suggestions displayed. Any sites entered here will be removed from the access group once the changes have been saved.
All access groups must be assigned at least one site reference. You will not be able to save your changes if you attempt to remove all site references using this field.
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| Users |
This is a list of all users that the access group has been assigned to. (This is blank if it has not been assigned to users yet) Type usernames into the text box and select from the suggestions displayed. Any users entered here will be added to the access group once the changes have been saved.
Users cannot be removed from the access group from this view. To remove users from the access group, you will instead need to edit the user directly using our user management tools.
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When you have finished making changes, click "Save Changes".
Otherwise, click "Cancel" to return to the "Access Groups" page.
